🆕 Newsmakers — 2:30p ET, 2026-06-25 — new since last alert

📰 NEW MARKET THEMES: • FCC's Carr Says ABC Is Running a ‘Campaign of Misinformation' on Probe The regulator says the Disney broadcaster's TV spots about the agency's inquiry into “The View” are misleading. — wsj.com · 06/25 2:10p https://www.wsj.com/business/media/fccs-carr-says-abc-is-running-a-campaign-of-misinformation-on-probe-762bfe46 • Le Slip Francais patriotic underwear maker set for Bastille Day stock market launch French underwear maker Le ‌Slip Francais, which prides itself on manufacturing entirely in France, plans to have its shares traded on the Paris stock market on July 14, Bastille Day. — reuters.com · 06/25 2:07p https://www.reuters.com/business/retail-consumer/le-slip-francais-patriotic-underwear-maker-set-bastille-day-stock-market-launch-2026-06-25/ • Retailers Are Getting Tariff Refunds, but Don't Expect Much Retailers including Walmart and Dollar Tree are beginning to receive tariff refunds, but Bernstein says the payments are unlikely to provide a meaningful boost to consumer stocks. — barrons.com · 06/25 2:02p https://www.barrons.com/articles/retail-tariff-refunds-walmart-dollar-tree-stocks-70f2e862 • Xbox to raise console prices worldwide from August Microsoft's Xbox is raising prices of its gaming consoles by up to $150 worldwide, citing a deepening global ​components crisis that has sent storage and memory ‌costs soaring across the consumer electronics industry. — reuters.com · 06/25 1:59p https://www.reuters.com/business/xbox-raise-console-prices-worldwide-august-2026-06-25/ • 2 BDCs Delivering Sustainable High Yield For The Long Term Business development companies have been seeing pressure as private credit issues have popped up. Additionally, pressures from the Fed cutting rates in late 2024 and 2025 also negatively impacted income generation for most names. However, not all BDCs have been seeing these nega… — seekingalpha.com · 06/25 1:54p https://seekingalpha.com/article/4917797-2-bdcs-delivering-sustainable-high-yield-for-the-long-term

🐘 NEW BIG-CAP MOVERS:

1. MU +16% $1220.68 (1377B cap) AI Demand in Full Force: MU Earnings Show Memory's Critical Role Noah Kann and Jacob Sonenshine talk about Micron (MU) after the memory chipmaker surged following a blowout earnings report. Noah says the results underscore memory's critical role in the AI era. — youtube.com · 06/25 2:00p https://www.youtube.com/watch?v=1dQTWgs_j9U

2. F +2% $14.16 (55B cap) Ford CEO Says Human Workers Are Making a Difference Ford Motor Co. Chief Executive Officer Jim Farley talks about how human workers are making all the difference on the factory floors. He speaks on "Bloomberg Open Interest. — youtube.com · 06/25 1:55p https://www.youtube.com/watch?v=gt6FOSF3PLU

📈 NEW GAINERS:

1. BLZE +20% $14.31 (858M cap) Backblaze (BLZE) Soars 43.6%: Is Further Upside Left in the Stock? Backblaze (BLZE) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term. — zacks.com · 06/24 11:31a https://www.zacks.com/stock/news/2942225/backblaze-blze-soars-43-6-is-further-upside-left-in-the-stock?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|daily_price_change_5%-2942225

2. KYMR +17% $116.84 (9.6B cap) Kymera Therapeutics Stock Climbs On Accelerated Timeline For Lead Atopic Dermatitis Program Kymera Therapeutics Inc. (NASDAQ:KYMR) shares are trading higher by more than 21% on Thursday as the company has completed enrollment in its BROADEN2 Phase 2b trial for KT-621, a treatment for moderate to severe atopic dermatitis. — benzinga.com · 06/25 1:19p https://www.benzinga.com/trading-ideas/movers/26/06/60109037/kymera-therapeutics-stock-climbs-on-accelerated-timeline-for-lead-atopic-dermatitis-program

3. SLS +17% $10.71 (1.5B cap) Why SELLAS Life Sciences Stock Is Surging Thursday Shares of SELLAS Life Sciences Group Inc. (NASDAQ:SLS) are rallying sharply Thursday, hitting a fresh 52-week high of $11.06, up over 16% in midday trading. The clinical-stage biopharmaceutical company is experiencing a massive surge in volume following a regulatory filing. — benzinga.com · 06/25 2:07p https://www.benzinga.com/trading-ideas/movers/26/06/60110972/why-sellas-life-sciences-stock-is-surging-thursday

— new items only (already-sent headlines filtered). Full list in the 10am/3pm digest.